Sebold Capital Management, Inc. Schwab Fundamental U S Large C Transaction History

Sebold Capital Management, Inc.

$149 Billion
Q4 2024

A detailed history of Sebold Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sebold Capital Management, Inc. holds 162,893 shares of FNDX stock, worth $3.78 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

162,893

Previous 54,280 200.1%

Holding current value

$3.78 Million

Previous $3.9 Billion 0.97%

% of portfolio

2.59%

Previous 2.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$23.49 - $71.77 $2.55 Million - $7.8 Million	108,613 Added 200.1%	162,893 $3.86 Billion
Q3 2024 Oct 21, 2024	SELL	$65.36 - $71.76 $157,256 - $172,654	-2,406 Reduced 4.24%	54,280 $3.9 Billion
Q2 2024 Aug 09, 2024	SELL	$63.87 - $67.55 $170,021 - $179,818	-2,662 Reduced 4.49%	56,686 $3.8 Billion
Q1 2024 Apr 11, 2024	SELL	$60.89 - $67.39 $91,335 - $101,085	-1,500 Reduced 2.47%	59,348 $4 Billion
Q4 2023 Jan 17, 2024	BUY	$53.46 - $62.11 $1.07 Million - $1.25 Million	20,067 Added 49.21%	60,848 $3.77 Billion
Q3 2023 Oct 23, 2023	BUY	$55.81 - $59.78 $176,582 - $189,143	3,164 Added 8.41%	40,781 $2.28 Billion
Q2 2023 Jul 28, 2023	SELL	$53.84 - $57.58 $75,106 - $80,324	-1,395 Reduced 3.58%	37,617 $2.17 Billion
Q1 2023 May 11, 2023	SELL	$52.49 - $57.54 $12,177 - $13,349	-232 Reduced 0.59%	39,012 $2.14 Billion
Q4 2022 May 11, 2023	BUY	$48.43 - $56.6 $1.9 Million - $2.22 Million	39,244 New	39,244 $2.1 Billion

Others Institutions Holding FNDX

# of Institutions

662

Shares Held

578M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Sebold Capital Management, Inc. Schwab Fundamental U S Large C Transaction History